The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
Tuesday, November 1, 2016
fi360 Fiduciary Talk 40: The Importance of the Investment Policy Statement
fi360 Senior Policy Analyst Duane Thompson discusses with Director Rich Lynch and Chief Product & Strategy Officer John Faustino why the IPS is so critical and how to effectively build and manage the IPS.
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